TuSimple announced that its unaudited total LIDAR product shipments for the third quarter of 2026 reached approximately 268,900 units, representing a year-on-year increase of about 2.17 times.
During the period, shipments of the Falcon series reached approximately 66,500 units, a year-on-year increase of about 26%; shipments of the Lingque series reached approximately 200,900 units, a year-on-year increase of about 5.3 times. This marked the first time quarterly shipments exceeded 200,000 units, a significant milestone for the group's diversified product strategy.
The group stated that while LIDAR product shipments continue to grow, it is also expanding into physical artificial intelligence (Physical AI) application areas such as robotics and scenario intelligence, promoting the commercial application of sensing products and solutions in more scenarios.
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